TH 5 CORE LEADERSHIP RETREAT CORE VISIBILITY June

TH 5 CORE LEADERSHIP RETREAT CORE VISIBILITY June 9 th 2016 Elizabeth Sinclair, Executive Director Research Resource Program Office of the EVCP rrp. ucsf. edu

Welcome • Leadership Changes • Research Resource Program Overview • Update on Implementation of Strategic Roadmap for Cores • Other RRP Updates • Goals for Today

Research Resource Program • The Research Resource Program promotes scientific discovery by enabling access to state-of-the-art technology and other essential resources. • Access to emerging and state-of-the-art technology is vital to: • Support the UCSF research mission • Increase institutional competitiveness • Attract and retain the best faculty • Foster innovation • High-cost technology resources are best provided by cores

RRP Admin Team Yvette Villicana Finance Manager Sarah Bruce Financial Analyst Desiree Porter Business Manager Rochelle Kelley TBH Executive Assistant and Administrative Analyst V

RRP Programs and Projects Strategic Planning Program Management • Strategic Roadmap for Cores • My. CORES – scheduling, project • Space Policy for Campus tracking, billing and reporting • Recharge Support • Business Plan Development • Shared Equipment Awards for Emerging Technology Cores • Asset Management Education and Outreach • Core Manager Meetings • Core Fairs Core Management • Seven Core Facilities Program Development • Single Cell Analysis Center • Equipment Maintenance Program • BIOS – Biobanking Program

Strategic Roadmap for Cores

Goal To develop a comprehensive view of core needs and to identify priority areas for development that will most impact the UCSF enterprise. Process (2013 -2015) • Entire UCSF community was invited to submit suggestions through the open proposal mechanism • Seventy seven suggestions were considered and prioritized

Steering Committee Recommendations One General Recommendation Form a new Advisory Committee that will provide the technical expertise and managerial experience to evaluate proposals for enhancing current services and implementing new cores. Nine Priority Areas of Focus

Strategic Roadmap Priority Areas 1. 2. 3. 4. 5. 6. 7. 8. 9. Provide Funds for Investment in Emerging Technologies and State of the Art Equipment. Develop expertise and support for management and analysis of big data. Centralize and standardize biospecimen banking across campus. Provide career development support for core research management and staff. Acknowledge and provide support for core activities that are not recharged for. Support the development of current and new researchers. Improve financial management of cores. Consolidate space within and between cores, where appropriate. Promote the availability of all cores and their training programs.

Implementation of Strategic Roadmap for Cores 2016 to 2018

RRP Strategic Advisory Committee Mission: Rationalize the organization of core services to better serve UCSF research mission. Charge • Develop a more efficient model of core governance that incorporates both centralized and departmental responsibility and oversight • Plan for future core development and advocate for space and funding for core facilities. • Prioritize core development projects and recommend how funding should be allocated. Core Development funding 2017 -2018 RRP Strategic Advisory Committee will oversee peer review process for awarding Core Development Funds.

BIOS – Biospecimen Resources Program Mission: To support excellence in biobanking activities at UCSF and provide highquality biospecimens for biomedical and translational research Projects Underway • Implementation of an enterprise-wide software platform for biospecimen management, “Lab. Vantage”, is underway • A tissue acquisition team and infrastructure are being built to formulate SOPs and facilitate the acquisition of optimum quality, well-annotated biospecimens across diverse disease groups • New technology has been acquired and is being tested to improve biospecimen quality and to support biomarker discovery Team Scott Vanden. Berg - Director Helene Bour-Jordan - Program Manager Candice Pyun - Administrative Analyst Sudeep Basnet - Executive Tech Lead Tasha Lee - Pathology Assistant Priority Area 3

Infrastructure Projects Funding for 2 years, 2016 and 2017 Prioritization Select projects based on: • Immediate widespread impact • Individuals willing to make contribution • Modest budget requirement • Provide framework for future development

Promote Core Availability (Visibility) • Increase web visibility of Cores • User-friendly search engine of core services that is regularly updated and returns relevant information. • Core Fairs and promotional events that advertise new technologies and services • Education and training programs for core customers Focus of this morning’s activities! Priority Area 9

Financial Management and Business Practices Expand current services: • Recharge and financial support • My. CORES for billing tracking and reporting • Customer surveys Introduce new services including: • Business Process Improvement (BPI) for cores, in collaboration with the Program Management Office • Business Plan development • Support for implementation of BPI Priority Area 7

Big Data Provide software tools, hardware capacity and skilled personnel to support the growing needs of the research community. Integration of HPC Resources • Collaboration with RDO, ICHS, QB 3, IHG, MAC, HDCC, CDHI • Provide a single portal of entry to all UCSF HPC Bioinformatics support of core users has huge potential for increasing the value of cores Develop “Bioinformatics/Computational Science Gateway” to make existing bioinformatics/computational science and biostatistical resources accessible to all UCSF investigators. Priority Area 2

Career Development • Establish formal core career paths for Core Staff • Include consistent job designations • Recognize the importance of technical expertise • Expand programs for training and education • Laboratory internship program Investigating other institutions that have introduced career path change for cores University of Iowa University of North Carolina Priority Area 4

Other Updates

Campus Core Status Advantages: • Eligible for Funding from RRP for Core Technology or Core Development • Campus Core Status in Archibus • Indirect cost recovery from grants is now linked to each departments ASF of research space • Space designated as a Campus Core will not be included in a departments ASF • Grantsmanship – institutional recognition

Campus Core Definition A Campus Core must meet all of the following criteria: • Have a defined mission that supports the UCSF research enterprise. • Be open and accessible to the entire UCSF research community and support research from multiple programs. • Provide high quality scientific and/or technical services to a significant number of investigators. • Provide technology training and/or education to UCSF researchers. • Have equitable and transparent campus approved cost-recovery practices, usage tracking and fee structures. • Have a defined management structure overseeing community usage practices that includes an Advisory Board. In addition, a Campus Core should have most of these preferred characteristics: • Provide cutting edge or state-of-the-art technology that requires advanced instrumentation. • An active Research and Development Program that provides an environment for technology and application development. • Broad usage by researchers across the UCSF research community. • A campus vetted business plan that includes financial management, marketing, and market analysis components.

How to Become a Campus Core rrp. ucsf. edu

Programs Targeting ALL Cores • Financial Support Services • My. CORES • Business Process Improvement • Marketing Support • Career Development • Equipment Maintenance Program

Equipment Maintenance Program Update Goal: To cut service and repair costs through self-funded equipment maintenance. Institutional support to provide 1. Central backup fund to protect against catastrophic failures. 2. Centralized equipment database to more accurately predict the best maintenance strategy for individual equipment. Current Status - Interest at the UCOP level in providing a UC level program. UCSF pilot is on hold until we determine if this is better option.

Future of My. CORES • Vanderbilt partnered with i. Lab Solutions in 2013; My. CORES platform now supported by i. Lab. • Support through 2018 • Current options for post-2018: • Bring My. CORES in-house • Upgrade to i. Lab platform • Switch to another software • Preliminary evaluations of: • Book. My. Lab • SPARC • Calpendo (Exprodo) ü PPMS (Stratocore) ü IRIS CMS (Idea Elan) ü i. Lab

Coming Soon • New and improved RRP Website, same URL rrp. ucsf. edu • RRP contact information and team • Strategic Advisory Committee information • New programs and how to get involved • Apply for campus core status • Updated information on forming agreements with external clients

Goals for Today Connect with other Core Leaders and share your challenges and successes Help us figure out how to increase core visibility – so that more researchers will use your core Learn about topics of interest to you • Business Improvement • Big Data Have fun!

Thanks to 2016 CLR Committee! • Nick Larocque – CRS Sample Processing Manager • Eric Chow – CAT Director • Jenn Page – ES Cell Targeting Core Director • Byron Hann – PTC Core Manager • Kirsten Copren – Genome Analysis Core Manager • Rochelle Kelley – RRP Administrative Analyst

Message From EVCP Dan Lowenstein “I want to make 2017 -2018 the Year of the Cores”